PMG
SLP icon

ProVise Management Group’s Simulations Plus SLP Stock Holding History

ProVise Management Group’s Portfolio SLP Stock Details SLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,971
Closed -$401K – 341
2023
Q4 		$401K Sell
8,971
-12,699
-59% -$568K 0.03% 248
2023
Q3 		$904K Buy
+21,670
New +$904K 0.08% 177